Accolade, Inc.
ACCDDelisted Apr 8, 2025- Industry
- Services-Business Services, NEC
- SEC CIK
- 0001481646
Accolade, Inc. was delisted on Apr 8, 2025; its insiders filed their last Form 4 on Apr 8, 2025; 157 institutions reported holding it in 13F filings for Q1 2025, worth $469.4M in total; no superinvestor held it.
13F holders, Q3 2022
Institutional positions in Accolade, Inc. as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 150
- −9 vs. Q2 2022
- Shares held
- 57.0M
- +593.3K (+1.1%) vs. Q2 2022
- Total value
- $651.6M
- +$238.6M (+57.8%) vs. Q2 2022
- New holders
- 15
- 58 more added
- Sold out
- 24
- 47 more reduced
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ACCD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 1 | $197.7K |
| Q1 2025 | 157 | $469.4M |
| Q4 2024 | 155 | $212.6M |
| Q3 2024 | 150 | $258.3M |
| Q2 2024 | 151 | $235.7M |
| Q1 2024 | 150 | $715.3M |
| Q4 2023 | 141 | $803.6M |
| Q3 2023 | 150 | $614.7M |
| Q2 2023 | 156 | $755.1M |
| Q1 2023 | 151 | $819.3M |
| Q4 2022 | 150 | $400.9M |
| Q3 2022 | 150 | $651.6M |
| Q2 2022 | 159 | $413.0M |
| Q1 2022 | 154 | $967.9M |
| Q4 2021 | 159 | $1.44B |
| Q3 2021 | 167 | $2.03B |
| Q2 2021 | 162 | $2.44B |
| Q1 2021 | 147 | $1.93B |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding Accolade, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| US Bancorp | 77,011 | $879.0K | 0.00% | +540+0.7% | Added |
| Brinker Capital Investments, LLC | 83,551 | $954.0K | 0.02% | −2,864−3.3% | Reduced |
| Man Group plc | 86,406 | $987.0K | 0.00% | – | – |
| UBS Group AG | 89,404 | $1.02M | 0.00% | +79,689+820.3% | Added |
| Stifel Financial Corp | 91,961 | $1.05M | 0.00% | −28,952−23.9% | Reduced |
| Rhumbline Advisers | 94,774 | $1.08M | 0.00% | +11,649+14.0% | Added |
| Bridgewater Associates, LP | 99,778 | $1.14M | 0.01% | +10,839+12.2% | Added |
| Blair William & Co | 108,156 | $1.24M | 0.01% | +80,966+297.8% | Added |
| Ameriprise Financial Inc | 119,035 | $1.36M | 0.00% | −3,101−2.5% | Reduced |
| Gsa Capital Partners LLP | 119,945 | $1.37M | 0.18% | +63,807+113.7% | Added |
| Jane Street Group, LLC | 120,192 | $1.37M | 0.00% | +80,618+203.7% | Added |
| Swiss National Bank | 135,600 | $1.55M | 0.00% | +1,500+1.1% | Added |
| Equitable Trust Co | 155,020 | $1.77M | 0.15% | 00.0% | Unchanged |
| Norges Bank | 184,501 | $2.11M | 0.00% | −440,886−70.5% | Reduced |
| Bank of New York Mellon Corp | 224,801 | $2.57M | 0.00% | +40,955+22.3% | Added |
| Dimensional Fund Advisors LP | 225,580 | $2.58M | 0.00% | +225,580 | New |
| Two Sigma Advisers, LP | 249,000 | $2.84M | 0.01% | −49,900−16.7% | Reduced |
| Voloridge Investment Management, LLC | 257,076 | $2.94M | 0.02% | +45,893+21.7% | Added |
| Deutsche Bank AG | 274,288 | $3.13M | 0.00% | +106,445+63.4% | Added |
| Avidian Wealth Solutions, LLC | 298,115 | $3.40M | 0.25% | +46,206+18.3% | Added |
| Woodline Partners LP | 298,766 | $3.41M | 0.05% | +298,766 | New |
| Nuveen Asset Management, LLC | 313,251 | $3.58M | 0.00% | +3,813+1.2% | Added |
| Invesco Ltd. | 333,780 | $3.81M | 0.00% | +290,690+674.6% | Added |
| Lazard Asset Management LLC | 353,852 | $4.04M | 0.01% | −132,136−27.2% | Reduced |
| Cross Creek Advisors, LLC | 357,607 | $4.08M | 16.32% | 00.0% | Unchanged |
| Bank of America Corp | 382,262 | $4.37M | 0.00% | +51,603+15.6% | Added |
| Goldman Sachs Group Inc | 399,618 | $4.56M | 0.00% | −122,039−23.4% | Reduced |
| Fred Alger Management, LLC | 438,894 | $5.01M | 0.03% | +259,891+145.2% | Added |
| Charles Schwab Investment Management Inc | 452,221 | $5.17M | 0.00% | +40,369+9.8% | Added |
| Citadel Advisors LLC | 542,609 | $6.20M | 0.01% | +525,389+3,051.0% | Added |
| Point72 Asset Management, L.P. | 557,943 | $6.37M | 0.03% | +557,943 | New |
| Renaissance Technologies LLC | 590,200 | $6.74M | 0.01% | +125,500+27.0% | Added |
| Northern Trust Corp | 680,341 | $7.77M | 0.00% | +134,016+24.5% | Added |
| Morgan Stanley | 680,830 | $7.77M | 0.00% | +3,500+0.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 844,513 | $9.64M | 0.01% | −499−0.1% | Reduced |
| Nikko Asset Management Americas, Inc. | 844,513 | $9.75M | 0.12% | −499−0.1% | Reduced |
| D. E. Shaw & Co., Inc. | 961,532 | $11.0M | 0.02% | −99,840−9.4% | Reduced |
| Geode Capital Management, LLC | 1,173,751 | $13.4M | 0.00% | +116,722+11.0% | Added |
| State Street Corp | 1,477,452 | $16.9M | 0.00% | +113,598+8.3% | Added |
| AH Equity Partners IV, L.L.C. | 1,619,088 | $18.5M | 75.40% | 00.0% | Unchanged |
| Millennium Management LLC | 1,702,749 | $19.4M | 0.02% | −424,836−20.0% | Reduced |
| Rock Springs Capital Management LP | 2,274,000 | $26.0M | 0.67% | +74,000+3.4% | Added |
| Bellevue Group AG | 3,571,870 | $40.8M | 0.59% | −63,016−1.7% | Reduced |
| AH Equity Partners IV (Parallel), L.L.C. | 3,779,620 | $43.2M | 88.81% | 00.0% | Unchanged |
| Vanguard Group Inc | 4,415,679 | $50.4M | 0.00% | +328,433+8.0% | Added |
| BlackRock Inc. | 4,841,884 | $55.3M | 0.00% | +218,886+4.7% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 5,918,365 | $67.6M | 0.47% | −331,910−5.3% | Reduced |
| Brown Advisory Inc | 5,942,189 | $67.9M | 0.13% | −83,439−1.4% | Reduced |
| JPMorgan Chase & Co | 5,949,012 | $67.9M | 0.01% | −73,665−1.2% | Reduced |
| IFP Advisors, Inc | 5 | – | – | +5 | New |
| Founders Circle Capital LLC | 0 | $0 | 0.00% | −143,420−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −120,032−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −84,204−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −75,479−100.0% | Sold out |
| Sepio Capital, LP | 0 | $0 | 0.00% | −66,558−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −61,800−100.0% | Sold out |
| Revelation Capital Management, LLC | 0 | $0 | 0.00% | −58,050−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −36,552−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −21,420−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −19,040−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −18,300−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −16,593−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −13,953−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −9,104−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −4,099−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −2,106−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −1,108−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,091−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −421−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −19−100.0% | Sold out |